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Apple Cash In, Apple Cash Out - The Full Breakdown
Ever wonder how much iTunes represents of Apple's revenue model? Ever consider just how high the cost of sales is for Apple's products? This beautiful chart from Asymco shows just where Apple's revenues come from and where they are spent for the last quarter....
Source: Asymco
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Gene Munster
http://gizmodo.com/assets/resources/2007/09/Munster_Graph.jpg
iShit, Is there an app for that?
Why is there revenue that doesn't feed through?
Where does that go? Slushing Chinese administrators to keep all the window-jumper stories buried?
That's what is known in the trade as 'leakage' Hammy.
Booze and Hookers aren't cheap you know,,,
No doubt.
But who's on the receiving end of this?
Are we calling this part of the "Advertising" budget to make sure the SEC uses iPhones?
Or part of the "R&D" budget to make sure that the Tizen operating system developers are distracted?
Let's see some transparency here -- I just want to know where to camp out in line for iBlow and iSnatch.
where do they bury the stock buybacks?
I walked by an Apple Store at the mall last week. It was about 11:00 AM.
40-45 employees were just standing around and 2 hired state police were looking at their
droids.
Apple will be jealously watch the crowds lining up on Thursday morning for the new capital controls in Cyprus.
I like how they call their employees "geniuses".
iCOS
Nice tiny pink Taxes bar in top right corner
Corporations do not pay taxes, they only collect taxes from individuals -- shareholders and customers.
because more money for .gov will surely improve the human condition.
Hehh, looks like AAPL might be the new Cyprus?
iphone, ipad, Mac. Top three revenue gets. All hardware. All hardware of past that is mainstream has margins that eventually disappear.
Get your puts cheap while you can.
I think that is why the market gave them 35% haircut recently (when everyone expected AAPL could do no wrong and was a must own - incredibly crowded trade).
Really cool depiction.
IPhones pretty key, huh?
Exactly my thought, if they continue to lose market share in their iPhones to Samsung they are in deep poo unless there is another genius product coming through R&D.
Yeah that was exactly my thought. The review I read on the S 4 basically said it made the latest iPhone look like yesterday's trash.
Also brings to mind an article I was reading on the reg earlier... iPads in education: Not actually evil, but pretty close
One of the main points it covered is how is Apple going to maintain its status as education friendly when those damn iPads are locked down so tight, there are no programming languages you can run on them. How are you going to teach a kid to do those sorts of things on a device that is locked down? Even the subjects that it could be somewhat useful, such as art, it ends up being more of a distraction then a useful tool.
Nice chart! I wish I had this idea when I was running a business.
they're cannabalizing their fringe benefits... and we all know in the real world you can't survive on just fringe benefits without a 'job' ?
So what happens when everyone who wants an iPhone already has one and realized that if they don't necessarily need the next version? What happens when people who bought into the origional, 2, 3, 4, 5...all of a sudden realize that they don't need #6 and are cool with the one(s) they already have? Now I realize that this is America, but people are coming around to reality I think.
"people are coming around to reality I think." Quite the opposite. There're just running from one Starbucks to the next
By the way, you owe me a keyboard......spit my coffee all over it. sheeeeeesh
Better yet, factor in pricing pressure. What happens if they need to slash prices 25 to 40%? Apple without the iPaidalot is just a chunk of cash with low growth. Remember all that happy talk about how iPod.. then iPhone... then iPad were going to push the Mac mainstream? Bzzt.. its got what.. 13% of US market - against a historical of probably 7% and its global share is probably on the order of 5-8%. Apple failed miserably by not returning at least 2/3 of the cash pile to investors prior to year end and new tax rules.
Is it true they're going to make a 13-inch iPad and call it the Maxi Pad?
I see why each generation of phone has very little changes from one to the next, the R&D looks like an after thought according to the tiny little bar at the bottom. Tell me again why I should ditch the 4S for a 5?? Oh, the screen is longer, what a development.
The 4S is really solid.. not many will bother to switch for a long while
All true. But work paid for my 5 and I do like how much thinner it is compared to the 4s. And I hate apple and hate that I like the iPhone.
I have a work paid 4s, it's annoying in the extreme, compared to an older Droid X2 that use for personal stuff. How much of that Apple cash is stashed in the Euro zone?
After 10 years on a Blackberry I switched to the iPhone 4 in the January sales. I've already burned up two sim chips as this seems to be a known design flaw that has never been fixed. It burns a ton more bandwidth and I do prefer the keyboard of the blackberry. So, I am not sure if it is that much of a Great Leap Forward yet, and the next time the sim burns out on a business trip I may move back to a blackberry, Nokia, or something else. It ain't all that and a bag of crisps.
Glad to know your iPhone works....I found each OS update bricked mine and now i am out of warranty I do not update and funnily enough it runs without bricking. I am bored wth the small screen and if I could get enthusiastic one day i might try a Samsung Note or simply do nothing. Presently I prefer to do nothing and watch the Virtual Reliality World collapse and hold onto a tough phone like my basic BB for when things go pear-shaped and only BBM functions.
As for Apple, well SONY went down that route until it got greedy and tried to compete in all price classes in all segments and lost its quality and innovation by shipping Taiwanese and Chinese crap. Apple at least has a far better position thanks to Jobs than it had in 1997.
Guys...your phone quest is over. Z10 destroys Note 2 is customer appeal:
http://blog.laptopmag.com/smartphone-madness-2013-blackberry-z10-vs-sams...
I would agree here as the Z10 is freakin' awesome............
If it doesn't rally everyday during the last 30 min I don't need it
There are 2 new Apple products coming out.
The iSuck ( it's a mirror)
The iI (pronounced aye aye.... it's a sailors hat)
I wanna see one of these of Charlie Sheen's finances
https://sphotos-a.xx.fbcdn.net/hphotos-ash3/598901_10200308597950674_259...
There is no way this chart is correct. This is b.s., in my opinion. Look at the tiny, tiny, tiny sliver AAPL puts toward R&D? My ass. They put a hell of a lot more money toward R&D ... something is wrong with this graphic.
Welcome to the new normal. All the focus is on current profits and not worring about tomorrows revenue. Better send all that cash lying around to the shareholders ASAP!
Or better yet, buy back stock!
So how much of this "cash" is trapped in the haircut zone.....excuse me that would be the eurozone?
This doesn't show Cash but I've wondered that myself.
The only thing that occurs to me is that whatever big US corps decide to keep in Europe will be as little as possible and strictly for working capital needs. Everything else will be moved to Channel Islands, Cayman, etc. Maybe it already is that way.
I do believe ZH has already answered that question. As evidenced by the levels of pharmaceuticals, liquor, etc in countries like Greece. I can garuntee that if there is an apple store in Cyprus, they barely have enough cash on hand to make payroll.
Oh and just to add, if you were the manager of that said apple store (if it exists), how would your sales have fared over the past week without the banks? What poor schmuck is going to save up his daily 30 euro allotment to buy one of their iPhone 5s?
I do hear that iPads taste good when combined with a little tobasco sauce.
Just duplicated this quesition above (should read faster). Could the Cyprus "project" be a ruse to chase the foreign holdings home for taxation?
An excellent question to be asking of many companies now, perhaps. But that would require investigative reporting.
Thinning margins.
Woops
i am surprised apple pays taxes
Probably property taxes
iMargin implosion.
I think they'd better ramp up the R&D section unless they want to become DELL and see the stock at $42 instead of $423 or $523.
This chart is ridiculous. No numbers, represents one period (I assume), and just generally not that compellling. I'm all for attempts to visualize financial statements, but this doesn't get the job done!
I already saw this article on the izerohedge app
The truth of the matter is that Apple now SUX just as much as Mircosoft does. Where is the real innovation? Whats with the all the proprietaryt interfaces and being jailed to iTunes?
Case in point...a Macbook Pro of mine suddenly does not boot and needs a OSX reinstall. Well, you go find an install version of Mountain Lion somewhere. It is impossible. The Apple stores do not cary it (hard to believe but true) and calls to Apple sales result in redirects to the App store, where you can only download and install, but not burn to dvd! It's a classic catch 22!!! Jobs, come back. You left a bunch of idiots in charge.
The move to download-only OS upgrades was a Steve Jobs thing which started with the release of Lion. After an uproar they sold a USB drive version of Lion for triple the cost of the download version, but looks like they're not compromising this time.
IIRC don't the new Macs have a recovery partition that you can boot to?
One word: "Android."
You mean the 'do no evil' google? hahaha... try using an android anything without a google account. might as well forget it.
Googs makes nearly nothing on Android licensing. Between 96-97% of their revenue comes from advertising, and over half of that comes from insurance advertising. Insurers pay $54/click for a Google ad. The way I recall it, from 2012, ad revenue was $10 billion, everything else was $100m. If Firefox/IE turned on AdBlock and disabled tracking cookies by default, they'd get killed.
Why goes to the iPaidTooMuch way when there are so many better choices at lower prices and beyond the iTune trap?
And it isn't just the exorbitant samesongs, which are priced as high as the iCraps.
The flagship ZTE Grand S : quad-core Snapdragon CPU, 2GB RAM, 13 mega-pixel camera and 5-inch 1080 display, 1780mAh battery, the body is just 6.9mm thick!
http://www.gizchina.com/2013/03/19/zte-grand-s-and-zte-grand-memo-pricin...
Other strong contenders (see gizchina): Oppo, Huawei, Lenovo, Meizu, Xiaomi... quality handsets at reasonable prices :-) . . . Top 15 1080HD Android phones from China! - Gizchina.com1080 HD, quad-core, these are the specifications Android phone enthusiasts are demanding for 2013, and no other market is on the cutting side of leading edge than China! Keep reading for Gizchina’s top 15 1080HD Android phones from China!
If we would back the clocks exactly 12 months you would fine exactly zero 1080 Chinese branded phones, in fact you would have found it pretty difficult to find any phone maker with a full HD phone back then, but in only 1 year HD phones with quad-core processors are arriving in scores!
The first 1080, quad-core Chinese Android phone to launch was the Oppo Find 5, which was in fact one of the first phones of it’s kind to launch in the world! Now, only 2 months in to the year, we are seeing more and more 1080 phones arriving, so which do we think are the best?
As always we haven’t placed these phones in any particular order, in out mind they are all fantastic phones at amazing prices. Only time will tell as to just how good they eventually become!
http://www.gizchina.com/2013/02/25/top-15-1080hd-android-phones-from-chi...